Relationship manager

2 weeks ago

Vadodara, India PurpleFinch Full time

Company Description Purple Finch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our client-first approach involves understanding each client's unique financial challenges and goals, offering effective solutions, and providing ongoing support. With a commitment to transparency and ethical practices, we ensure clients feel confident and secure in their financial journey. Based on strong financial expertise and goal-oriented strategies, Purple Finch is steadfast in building a prosperous future for all. Role Description This is a full-time role for a Relationship Manager based in Mumbai. The Relationship Manager will be responsible for managing client relationships, identifying client needs, and providing tailored financial solutions. Key tasks include understanding clients' financial goals, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies. The Relationship Manager will also ensure clients receive regular updates and support to achieve their financial objectives. Qualifications Experience in Client Relationship Management and understanding of financial products Knowledge of Portfolio Management, Mutual Funds, and Direct Equity Investments Excellent communication and interpersonal skills Strong analytical skills and attention to detail Ability to work effectively in a team environment Relevant experience in the financial services industry Bachelor’s degree in Finance, Business, or related field. Additional qualifications such as QPFP or CFP are beneficial

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